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Capital Advisors Ltd’s Veeva Systems VEEV Stock Holding History

Capital Advisors Ltd’s Portfolio VEEV Stock Details VEEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63K Sell
357
-13
-4% -$2.14K 0.01% 480
2026
Q1 		$65K Buy
370
+4
+1% +$786 0.01% 454
2025
Q4 		$82K Hold
366
– – 0.01% 401
2025
Q3 		$109K Hold
366
– – 0.01% 351
2025
Q2 		$105K Sell
366
-13
-3% -$3.22K 0.01% 340
2025
Q1 		$88K Sell
379
-3
-0.8% -$686 0.01% 365
2024
Q4 		$80K Buy
382
+14
+4% +$3.08K 0.01% 375
2024
Q3 		$77K Buy
368
+1
+0.3% +$198 0.01% 384
2024
Q2 		$67K Sell
367
-3
-0.8% -$595 0.01% 394
2024
Q1 		$86K Buy
370
+3
+0.8% +$647 0.01% 358
2023
Q4 		$71K Sell
367
-7
-2% -$1.32K 0.01% 377
2023
Q3 		$76K Buy
374
+2
+0.5% +$403 0.01% 357
2023
Q2 		$74K Buy
372
+319
+602% +$58.2K 0.01% 373
2023
Q1 		$10K Sell
53
-319
-86% -$54.4K ﹤0.01% 565
2022
Q4 		$11K Buy
372
+301
+424% +$51.4K ﹤0.01% 551
2022
Q3 		$12K Buy
71
+11
+18% +$2.2K ﹤0.01% 520
2022
Q2 		$12K Buy
60
+9
+18% +$1.66K ﹤0.01% 490
2022
Q1 		$11K Sell
51
-1
-2% -$217 ﹤0.01% 518
2021
Q4 		$13K Buy
+52
New +$15.1K ﹤0.01% 492

Other funds holding VEEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Advisors Ltd's VEEV Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Veeva Systems (VEEV) stake by 3.5% in Q2 2026, selling an estimated $2.14K and leaving 357 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #480.

Capital Advisors Ltd first reported a position in VEEV in Q4 2021 and has held it in 19 quarters since. The position peaked at $109K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Capital Advisors Ltd held 357 shares of Veeva Systems worth $63K as of Q2 2026.
  • Capital Advisors Ltd sold 13 Veeva Systems shares in Q2 2026, an estimated $2.14K.
  • Veeva Systems made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #480 holding.
  • Capital Advisors Ltd first reported a position in Veeva Systems in Q4 2021 and has held it in 19 quarters since.
  • Capital Advisors Ltd's Veeva Systems position peaked at $109K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.